New Wall Street research on 3 stocks leans into the reasons we own each of them

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday's key moments. 1. Wall Street was modestly lower Tuesday, with the S & P 500 and Nasdaq slipping from their record-high closes to start the week. Investors are digesting the latest updates on trade and the economy. Treasury Secretary Scott Bessent told CNBC on Tuesday that U.S.-China trade talks have "become more and more productive," expressing confidence that a deal is close. On the data side, the greater-than-expected August retail sales increase did not change expectations for the Federal Reserve to cut interest rates by 25 basis points on Wednesday afternoon, at the conclusion of its two-day September monetary policy meeting. The market odds for a tota